-16.8%
OPEN vs HTZ
-86.4%
+69.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.4% |
| 7D | -4.3% | +7.5% | -11.7% | -5.6% |
| 30D | -16.2% | +47.4% | -63.7% | -24.3% |
| 3M | -36.4% | -54.9% | +18.5% | -29.2% |
| 6M | -35.5% | -47.0% | +11.6% | -32.5% |
| YTD | -46.0% | -55.3% | +9.3% | -41.0% |
| 1Y | -47.1% | -57.6% | +10.5% | -43.6% |
| All | -16.8% | -86.4% | +69.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling